Compare · 3 funds side by side · dividends reinvested

CSD, DCOR and VUG

CSDInvesco×DCORDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,674CSD · best of the three

02 / 04

CSD, DCOR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.7

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · DCOR 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CSDMeasureDCOR

+25.2%Year to dateJan 1 → Nov 6+11.5%

+29.3%1 yearTotal return+13.4%

+32.7%3 years · per year$10,000 became $23,371 · $17,935+21.5%

+14.5%5 years · per year$10,000 became $19,674 · […][…]

0.66%Expense ratio$66 · $17 a year on $10k · lower is better0.17%

0.13%Trailing 12-mo yield$13 · $93 a year on $10k0.93%

−17.6%Worst dropSmaller is better−8.3%

25.4%VolatilityLower is calmer12.8%

CSDDCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs DCOR: Top 5 Holdings

Today

CSD

37.9%in top 5

DCOR

in top 520.4%

CSDStockDCOR

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

not top 5AAPL6.1%

6.1%GEVnot top 5

not top 5NVDA5.1%

not top 5MSFT4.6%

not top 5AMZN2.9%

not top 5META1.7%

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

CSD vs DCOR Returns, Every Period

InvescoCSD

+29.3%

past year

DCORDimensional

+13.4%

past year

CSDDCORFaded: behind in that period

3–0CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSD vs DCOR

YTD

InvescoCSD

+25.2%

DCORDimensional

+11.5%

+25.2%Year to date+11.5%

−17.6%Worst drop · 1Y−8.3%

25.4%Volatility · 1Y12.8%

0.1%Yield0.9%

$211MAssets$43.9B

3–1DCOR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DCOR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, DCOR, VUG

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

VUG0.42%$42

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, DCOR, VUG

Today

38.1%most shared, DCOR and VUG

CSDDCORVUG

CSD—0.8%1.4%

DCOR0.8%—38.1%

VUG1.4%38.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

DCORWorst drop−8.3%12.8% vol

VUGWorst drop−15.1%19.0% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DCORCSD

+11.5%Year to date+25.2%

0.9%Yield0.1%

+13.4%Past year+29.3%

0.17%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026